Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,023 | $78,423-42.6% | $95,964-53.1% | $79,856-43.6% |
| Participation rate | 8.5% | 73.5%-65.0pp | 77.1%-68.6pp | 69.6%-61.2pp |
| Annual return | 18.53% | 19.37%-0.8pp | 91.64%-73.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $118 | $3,440-96.6% | $4,167-97.2% | $3,741-96.8% |
| Admin fee / account holder | $50 | $5,622-99.1% | $6,797-99.3% | $5,306-99.1% |